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Bank of New York Mellon
BK

Overview Fund Activity

969 hedge funds and large institutions have $45.4B invested in Bank of New York Mellon in 2017 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 319 increasing their positions, 374 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
+33
Holders Change %
+3.53%
% of All Funds
24.19%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
1.02%
New
85
Increased
319
Reduced
374
Closed
43
Calls
$140M
Puts
$285M
Net Calls
-$146M
Net Calls Change
-$75.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$668M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$171M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$97.7M
5
American Century Companies
American Century Companies
Missouri
+$89.7M

Top Sellers

1
TFM
Trian Fund Management
New York
-$530M
2
Macquarie Group
Macquarie Group
Australia
-$123M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$119M
4
Harris Associates
Harris Associates
Illinois
-$114M
5
ClearBridge Investments
ClearBridge Investments
New York
-$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
726
First National Trust
Pennsylvania
$366K +$19.6K +370 +6%
NFGCM
727
Norman Fields Gottscho Capital Management
New York
$366K +$366K +6,911 New
PCM
728
Pointe Capital Management
Michigan
$362K +$3.18K +60 +0.9%
CA
729
Continuum Advisory
Idaho
$360K -$3.77K -71 -1%
JFA
730
JNBA Financial Advisors
Minnesota
$358K +$53 +1 +0%
PCA
731
Peddock Capital Advisors
Massachusetts
$357K – – –
JCM
732
Janney Capital Management
Pennsylvania
$354K -$27.5K -519 -7%
OA
733
Oxbow Advisors
Texas
$351K -$171K -3,225 -33%
NERM
734
New England Research & Management
Illinois
$350K – – –
FMTCOCP
735
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$348K – – –
CCM
736
Compton Capital Management
Rhode Island
$346K -$2.86K -54 -0.8%
EGA
737
E&G Advisors
Texas
$339K -$53K -1,000 -14%
ARMT
738
Amica Retiree Medical Trust
Rhode Island
$338K – – –
SC
739
Searle & Co
Connecticut
$333K – – –
GAM
740
Gotham Asset Management
New York
$332K +$13.4K +253 +4%
MWP
741
MYCIO Wealth Partners
Pennsylvania
$330K -$23.9K -452 -7%
GS
742
GAM Systematic
United Kingdom
$329K -$136K -2,561 -29%
GLRA
743
Gerald L. Ray & Associates
Texas
$329K – – –
SGCA
744
Steel Grove Capital Advisors
Tennessee
$329K – – –
BWP
745
Baldwin Wealth Partners
Massachusetts
$328K -$5.3K -100 -2%
CT
746
Coastline Trust
Rhode Island
$327K +$327K +6,170 New
SB
747
Simmons Bank
Arkansas
$326K +$71.1K +1,340 +28%
CTA
748
Chesley Taft & Associates
Illinois
$325K – – –
AssetMark Inc
749
AssetMark Inc
California
$321K -$1.59K -30 -0.5%
WF
750
Welch & Forbes
Massachusetts
$321K +$12.4K +234 +4%
28 29
30
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